MA Private Wealth - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
MA Private Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$288,187
-14.1%
5,9420.0%0.07%
-12.8%
Q2 2023$335,485
+4.6%
5,9420.0%0.08%0.0%
Q1 2023$320,756
-53.3%
5,942
-54.5%
0.08%
-53.0%
Q4 2022$687,078
+8.0%
13,070
+0.0%
0.17%
+5.1%
Q3 2022$636,000
-2.3%
13,064
+0.1%
0.16%
-0.6%
Q2 2022$651,000
-59.3%
13,052
-50.3%
0.16%
-45.5%
Q1 2022$1,601,000
-41.5%
26,259
-36.9%
0.29%
-40.7%
Q4 2021$2,739,000
-24.9%
41,594
-28.4%
0.49%
-31.3%
Q3 2021$3,645,000
-69.2%
58,056
+77.4%
0.72%
-69.5%
Q2 2021$11,816,000
+5.5%
32,728
-3.4%
2.35%
+0.6%
Q1 2021$11,197,000
-14.0%
33,893
-14.8%
2.33%
-21.6%
Q4 2020$13,024,000
+4.4%
39,793
-4.4%
2.98%
+1.2%
Q3 2020$12,472,000
+12.2%
41,626
-0.8%
2.94%
+5.9%
Q2 2020$11,111,00041,9652.78%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders